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SAT 14 NOV 2026 · 141 new pieces this week

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Not BoringPacky McCormick
Of Miracles and Moats↗
Miracle technologies like AI attract massive capital, spawning oversupply, price crashes, and consolidation—yet ultimately deliver transformative value to consumers.
A16Z
Defense in Depth, Rebuilt for Machine Speed↗
As AI-driven exploit development outpaces patching cycles, the next five years of cybersecurity will be dominated by defenses that protect systems without…
Menlo VC
2026: The State of Enterprise AI↗
Enterprise AI deployment spending surged 5.4x to $177B in 2026, driven by autonomous agents that now consume 80% of model tokens and enable new use cases in…
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsEnergy & ClimateFintechManufacturing & IndustrialsRoboticsCybersecurityMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Wednesday, 19 August 2026

2 pieces
A16Z
OpenRouter & Stripe: The Intelligence Network↗AI · Infra
Investing in AI · Rob May
My Brief Interview With Paddy Srinivasan, CEO of DigitalOcean, On Their AI Growth↗AI · Infra · DevTools

Tuesday, 18 August 2026

2 pieces
Saastr
Rippling Ran 2,100 Scored Agent Runs Per Model on Real Payroll Data. The Cheapest Model Tied the Most Expensive One.↗Enterprise · AI · Infra
Tomasz Tunguz · Tomasz Tunguz
Birds Don't Fly Like Planes. Neither Does AI.↗AI · Infra · DevTools

Monday, 17 August 2026

3 pieces
Radical VC
Teaching AI to Ask the Right Questions↗AI · Infra
Saanya Ojha
Smarter by the Day, Cheaper by the Minute↗AI · Infra
Tomasz Tunguz · Tomasz Tunguz
When Models Learn↗AI · Infra

Sunday, 16 August 2026

1 pieces
Chamath Palihapitiya · Chamath Palihapitiya
Anthropic’s $6B Push to Lower AI Costs↗AI · Infra · DevTools

Saturday, 15 August 2026

1 pieces
Ed Sim
What’s 🔥 in AI/Infra/VC #511↗AI · Infra · Market

Friday, 14 August 2026

3 pieces
Radical VC
Applying RSI to the Organization, Not Just the Model↗AI · Infra
A16Z
Charts of the Week: Head In The Neoclouds↗AI · Infra · Enterprise
Clouded Judgement · Jamin Ball
Clouded Judgement 8.14.26 - Useful Life↗AI · Infra · Enterprise

Thursday, 13 August 2026

2 pieces
Madrona Ventures
Is AI a Bubble? What PitchBook’s EVP of Research Sees in the Data↗AI · Infra
Tomasz Tunguz · Tomasz Tunguz
The OpenAI Hack & the Question of Intent↗AI · Infra

Sunday, 9 August 2026

3 pieces
Radical VC
Radical Reads: Jeff Dean on Launching Discovery Loop↗AI · Infra
Chamath Palihapitiya · Chamath Palihapitiya
A Bitcoin Miner Switches to AI for a $4.7 Billion Lease↗AI · Infra · Climate
Investing in AI · Rob May
World Models And The Companies That May Win This New Space↗AI · Infra · Robotics

Saturday, 8 August 2026

1 pieces
Ed Sim
What’s 🔥 in AI/Infra/VC #510↗AI · Security · Infra

Friday, 7 August 2026

2 pieces
Turner Novak
🎧🍌 18x Midas Lister Bets $3B on AI | Navin Chaddha, Mayfield↗AI · Infra · Semis
Clouded Judgement · Jamin Ball
Clouded Judgement 8.7.26 - Custom Tokens↗AI · Infra · DevTools

Wednesday, 5 August 2026

3 pieces
Radical VC
Our Investment in Discovery Loop↗AI · Infra
Radical VC
Our Investment in Discovery Loop↗AI · Infra · Bio
Tomasz Tunguz · Tomasz Tunguz
Spending Like a Hyperscaler↗AI · Infra · Market

Tuesday, 4 August 2026

2 pieces
A16Z
Investing in Volta↗AI · Infra · Travel
Tomasz Tunguz · Tomasz Tunguz
Racing to Sustain Jevons' Paradox↗AI · Infra · Semis

Sunday, 2 August 2026

3 pieces
Radical VC
A Functional Taxonomy of World Models↗AI · Infra · Robotics
Saanya Ojha
🧾 Weekly Wrap Sheet (07/31/2026): Sandboxes, Switchboards & Spend↗AI · Infra · Security
Investing in AI · Rob May
A Strategic Analysis: Neoclouds vs Hyperscalers And The Future of Inference↗AI · Infra · Fintech

Saturday, 1 August 2026

1 pieces
Ed Sim
What’s 🔥 in AI/Infra/VC #509↗Security · AI · Infra

Wednesday, 8 July 2026

1 pieces
USV
Data At The Edge↗AI · Infra · Robotics

Thursday, 25 June 2026

2 pieces
USV
The Rebel Alliance↗AI · Infra · DevTools
First Round Review
How Supabase became the essential infrastructure for the AI era | Paul Copplestone (Co-founder, CEO)↗Infra · DevTools

Thursday, 4 June 2026

1 pieces
USV
Generalist↗Robotics · Infra

Wednesday, 18 March 2026

1 pieces
My Climate Journey · Jason Jacobs
Our Investment in DG Matrix↗Climate · Semis · Infra

Friday, 13 March 2026

1 pieces
USV
History Rhymes?↗AI · Infra

Wednesday, 18 February 2026

1 pieces
USV
The Future of Programmable Everything Runs on Efficient Energy: Efficient Computer’s Series A↗Semis · Infra

Monday, 14 July 2025

1 pieces
Greylock News
Introducing Cogent: AI Agents for Vulnerability Management↗Security · Infra

Thursday, 10 July 2025

1 pieces
Greylock News
Voice Agents: Easy to Use, Hard to Build↗AI · Infra · DevTools

Thursday, 29 May 2025

1 pieces
USV
Volteras↗Climate · DevTools · Infra

Wednesday, 19 March 2025

1 pieces
USV
Pluralis: Towards Actually Open AI↗AI · Infra
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